This feature is quite technical, but like all features after the initial, one-time setup, it will immensely save you time drafting emails. After it has been set up, with a few clicks of the mouse on a specific link, you'll be able to draft up a full email with specifics to the recipient in seconds. See the gif for an example.

Overview

This overall process is something similar to Doc Generation for emails. It will be broken down into these 3 steps:

Step 1 - Create an action button using the Customs Editor.

Step 2 - Create an autotask with the task's text in URL language.

Step 3 - Trigger the autotask button, navigate to the Activity Tab, and click on the task's URL to compose the email.

Step 2 - Creating the Autotask

3) Select the appropriate section if there are multiple sections with an action button.

4) Click on the "+ Create an Auto-task" button and construct the text. In this sub-step, you are creating the text for the task in URL code.

The code requires it to be encoded for URLs.

Please use this link to go to a website to generate the code for you. Enter each part of the email in the appropriate fields.

Please note that the entire code cannot contain any parentheses () or brackets []. These are special characters in the task and URL coding.

Tip: Field selector {{codes}} can be used in any of those blue cells, including the recipients, such as {{clientEmail1}}. Click on the (?) next to the Task Text field and on the link, "replacement fields list," to see all of the available {{codes}}. See below:

5) Fine-tune the conditions for how this task should be triggered, when it should be due, and who the task should be assigned to.

6) Click the "Save" button to save and close.

Step 3 - Trigger the new autotask action button

1) Navigate to a case and find the autotask action button.

2) Click on it and confirm the activation of this autotask. Upon doing so, a new task will be created in the Activity with a URL.

3) In the Activity tab, click on the URL to bring up a compose email window with the email recipients, subject, and body all ready to go.

4) Check through the email to make sure it looks and reads as you expected, make any edits as needed, and then send it.